A detailed history of Brown Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Brown Wealth Management, LLC holds 2,629 shares of JPM stock, worth $548,383. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,629
Previous 2,629 -0.0%
Holding current value
$548,383
Previous $447 Million 17.75%
% of portfolio
0.22%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$135.69 - $170.3 $4,342 - $5,449
-32 Reduced 1.2%
2,629 $447 Million
Q3 2023

Nov 14, 2023

SELL
$143.21 - $158.0 $119,580 - $131,930
-835 Reduced 23.88%
2,661 $386 Million
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $445,635 - $508,458
3,496 New
3,496 $508 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $612B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.